FREQUENTLY ASKED QUESTIONS

Our office hours are Monday through Friday from 9am-6pm, with our first appointment starting at 10 am, and our last appointment at 5 pm. Extended hours are by appointment only and are available for in-person visits.

Financial planners are available to meet in-person, by phone and online. Plus, we have weekend hours available one weekend every month, and extended hours mornings and nights. Please note that weekend and extended hours are very popular and often wait-listed.

Our firm has a team of CFPs, EAs, and individuals with various professional designations and advanced degrees. We require all financial planners to obtain appropriate registration and applicable licensing.

Today’s market offers both more opportunity and more risk than ever before. Our professional wealth management team can help you meet your financial goals and risk objectives. Talk with your financial planner for more information.

Our asset management fee is up to 1.8% annually and pays for our active investment management, research and analysis, all transactions costs and mutual fund sales loads. Please review our company brochures and service agreements for additional information.

The Relationship Financial Planner is your primary point of contact for general questions and will facilitate your financial education. The Strategic Financial Planner will help you set goals and design a financial plan that is specifically tailored to your needs.